Climate

Energy Geopolitics

Iran Conflict Locks In Fossil Fuel Infrastructure Despite Record Clean Energy Investment

Security-driven LNG expansion and gas diversification are delaying net-zero targets by 3-5 years across major economies, creating a dual-track energy system that prioritizes independence over decarbonization.

8 min read ·
AI Energy

AI’s Power Hunger Starves the Energy Transition

Data center demand set to consume $500 billion annually as grid modernization and next-gen nuclear projects fight for scraps

7 min read ·
AI Geopolitics

The Arctic AI Rush: How Nordic Data Centers Became the New Battleground for US-China-Russia Rivalry

Tech giants are pouring billions into Nordic data centers to escape AI's energy crisis, triggering a geopolitical scramble in a region where renewable power meets strategic competition.

9 min read ·
AI Energy

Can Space Solve AI’s Energy Crisis? The Physics Say No

Tech giants are betting billions on orbital data centers to escape terrestrial power constraints, but fundamental engineering barriers and environmental trade-offs suggest they're just moving the problem

7 min read ·